Universal Banker Gunbarrel Road *Saturday Required*

Truist Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Interpersonal communication","Customer service","Attention to detail","Multi-tasking","Compliance awareness"]

Provide efficient, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs and educating clients on digital self-service options like ATMs, online and mobile banking. Cross-trained to support sales and service through outbound calling, referral of opportunities, and participation in Integrated Relationship Management activities. Maintain compliance with internal controls, risk policies, and retail leadership routines.

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Truist Financial
Truist Financial
2 days ago

Universal Banker Gunbarrel Road *Saturday Required*

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 hours agoStatus: Live

Job Summary

Provide efficient, accurate completion of client transactions while maintaining proper handling of assigned monies and records. Deliver a high-quality client experience by understanding financial needs and educating clients on digital self-service options like ATMs, online and mobile banking. Cross-trained to support sales and service through outbound calling, referral of opportunities, and participation in Integrated Relationship Management activities. Maintain compliance with internal controls, risk policies, and retail leadership routines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Provide a distinctive client experience while completing complex and standardized transactions and uncovering client needs.
  • •Educate clients on digital self-service solutions (ATMs, online and mobile banking) to enhance their experience.
  • •Support the team sales process by participating in outbound client outreach, checking for client offers, and identifying or referring opportunities.
  • •Apply Integrated Relationship Management (IRM) principles to deliver Truist expertise and solutions to client needs.
  • •Follow internal controls, operational procedures, and risk management policies to ensure compliance; support new account openings and problem resolution.
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVisionLife InsuranceDisability401kPaid LeavePaid HolidaysSick DaysRsus

Key Requirements

  • •High school diploma or equivalent education.
  • •Two years of teller or cash handling or client service experience.
  • •At least six months of client relationship building or sales experience.
  • •Excellent interpersonal and communication skills for working with clients and prospects.
  • •Ability to master PC keyboard and branch automation software skills; demonstrated proficiency in basic computer applications (Microsoft Office).
Education:High School
Skills:Interpersonal communicationCustomer serviceAttention to detailMulti-taskingCompliance awareness
Languages:English
Tech Stack:Microsoft OfficeATMsOnline bankingMobile bankingPC keyboard

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn